Key stats
About TIDAL ETF TRUST AZTLAN NORTH AMERICA NEARSHORING STOCK
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Inception date
Nov 29, 2023
Structure
Open-Ended Fund
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
Tidal Investments LLC
Distributor
Foreside Fund Services LLC
NRSH is a passively managed ETF that invests in stocks that are expected to benefit from a nearshoring business strategy that involves fully or partially transferring operations to a nearby country. Focusing on North America, the fund holds stocks from the US, Canada, and Mexico. The portfolio comprises of securities from sectors such as industrial, specialty and specialized REITs, real estate management and development, ground transportation, airfreight and logistics, transportation infrastructure, or marine transportation. The fund selects 30 companies by employing a proprietary scoring model that ranks stocks based on value, cash flow, growth, quality, and estimate surprise. Weighting is determined by liquidity, assigning fixed percentages to a stocks 30-day average daily value. The remaining stocks are weighted through their model scores divided by the sum of all scores, excluding the stocks with assigned fixed weights. The index is reconstituted annually and rebalanced quarterly.
Classification
What's in the fund
Exposure type
Transportation
Finance
Stock breakdown by region
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.